We have other current jobs related to this field that you can find below
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Paraplanner (Pensions Management)
2 days ago
United Kingdom enable recruitment | B Corp™ Full timeWe are thrilled to have exclusively partnered with a thriving and ambitious Independent Financial Planning and directly authorised firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey. Our client is a...
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Paraplanner (Pensions Management)
6 hours ago
United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. As their client outreach continues to grow, they are looking to grow their Paraplanning team. Building cashflow models Competitive salary of up to £40,000 ~ Discretionary bonus ~5% pension contribution ~ Hybrid working ~28 days annual...
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Paraplanner (Pensions Management)
4 hours ago
United Kingdom Sapphire Financial Planning Ltd Full timeAbout Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We are seeking a highly skilled and motivated Paraplanner to join our dynamic team on a full-time basis. The successful candidate will play a crucial role in supporting our...
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United Kingdom Express Recruitment Full timeThis is a fantastic opportunity for an experienced Wealth Management Paraplanner to develop their skills further with a leading Financial Services firm based in Nottingham. The successful candidate will hold a background in Paraplanning within an IFA or Wealth management firm and be comfortable with financial analytics software and processes. In return...
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Paraplanner
1 week ago
United Kingdom Heronsgate Capital Full timeWe are hiring a Paraplanner to join our boutique wealth management company which delivers bespoke, high quality financial planning and investment advice to individuals in the professional services industry. The Role The role will involve working collaboratively in a dynamic team of Chartered Financial Planners, Paraplanners, Investment Analysts and...
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Paraplanner
4 hours ago
United Kingdom Sapphire Financial Planning Ltd Full timeAbout Us: Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach. Role Overview: We are seeking a highly skilled and motivated Paraplanner to join our...
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Paraplanner
2 days ago
United Kingdom enable recruitment | B Corp™ Full timeWe are thrilled to have exclusively partnered with a thriving and ambitious Independent Financial Planning and directly authorised firm based in Cheltenham. With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey. Over the years,...
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Junior Paraplanner
2 days ago
United Kingdom mbf Full time €40,000Mbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK. Their team of professional are committed to delivering personalised and strategic advice, ensuring that...
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Paraplanner Manager
2 weeks ago
United Kingdom Eden Scott Full timeDue to further expansion our client, a leading financial planning and investment management company who offer services throughout the country, have a requirement for a paraplanner or a senior/ paraplanner team leader to join either their Edinburgh or Dundee office to aid their growth strategy. The role would be based hybrid from their offices, remain...
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Paraplanner
6 hours ago
United Kingdom Recruit UK | Certified B Corp™ Full timeRecruit UK are working on an excellent opportunity for a Paraplanner to join a Financial Planning firm in Swansea. This successful IFA firm offer clients holistic advice, recognising that each client is different and therefore they tailor each service accordingly. As their client outreach continues to grow, they are looking to grow their Paraplanning team....
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Paraplanner
6 hours ago
United Kingdom IDEX Consulting Ltd Full timeWe are looking looking for an experienced Paraplanner to join this excellent business in Glasgow You will have the opportunity to mostly work remote (2-3 days a month in the office or more if you prefer) THE ROLE To prepare written advice and provide technical research services to a team of Advisors and partners To ensure that the preparation of advice...
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Paraplanner
2 days ago
United Kingdom Ferguson Dean Full time €250,000A regional Wealth Manager in Chester are looking to add a paraplanner to their technical team. They are fully committed to staff development, and offer internal opportunities for both senior and financial advice roles. You will be working one on one with a Senior Adviser, and ideally have experience of HNW clients (£250k plus) Package You will receive...
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SENIOR PARAPLANNER
5 hours ago
United Kingdom Financial Divisions Full time €55,000SENIOR PARAPLANNER ( Client facing opportunity)-St Albans area-To c £55k, very comprehensive study package including Bonus, opportunity to buy more holidays and Christmas close, hybrid working, opportunity to grow pension, study support towards achieving Chartered Status, great career path. Excellent opportunity for a Diploma Qualified Senior Paraplanner...
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Paraplanner - 4 days a week from home
5 hours ago
United Kingdom mbf Full timeJob Title: Paraplanner – Wealth Planning Division Location : London (Hybrid Working: 1 day in office, 4 days from home) Salary : Up to £52,000 + 10% Bonus & Great Benefits Package About the Company Our client is a leading global financial services firm with a robust Private Wealth division in the UK. They are a chartered business renowned for...
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Group Pensions Manager
6 days ago
United Kingdom Undisclosed Full timeGroup Pensions ManagerLondon (hybrid) 6 Months Contract£550.00 per day (Umbrella) Within this role, you would be required to support The Head of Pensions in the oversight and control of the Group’s pension schemes including 3 Major defined Benefit schemes and a large Group-wide define contribution master trust. Specific activities include:Oversee...
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Group Pensions Manager
1 day ago
United Kingdom Undisclosed Full timeGroup Pensions Manager London (hybrid) 6 Months Contract £550.00 per day (Umbrella) Within this role, you would be required to support The Head of Pensions in the oversight and control of the Group’s pension schemes including 3 Major defined Benefit schemes and a large Group-wide define contribution master trust. Specific activities include: Oversee...
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Group Pensions Manager
5 days ago
United Kingdom Undisclosed Full timeGroup Pensions ManagerLondon (hybrid) 6 Months Contract£550.00 per day (Umbrella) Within this role, you would be required to support The Head of Pensions in the oversight and control of the Group’s pension schemes including 3 Major defined Benefit schemes and a large Group-wide define contribution master trust. Specific activities include:Oversee...
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Group Pensions Manager
5 days ago
United Kingdom Undisclosed Full timeGroup Pensions Manager London (hybrid) 6 Months Contract £550.00 per day (Umbrella) Within this role, you would be required to support The Head of Pensions in the oversight and control of the Group’s pension schemes including 3 Major defined Benefit schemes and a large Group-wide define contribution master trust. Specific activities include: Oversee...
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Group Pensions Manager
21 hours ago
United Kingdom Undisclosed Full timeGroup Pensions Manager London (hybrid) 6 Months Contract £550.00 per day (Umbrella) Within this role, you would be required to support The Head of Pensions in the oversight and control of the Group’s pension schemes including 3 Major defined Benefit schemes and a large Group-wide define contribution master trust. Specific activities include: Oversee...
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Graduate Trainee Financial Advisor
1 day ago
United Kingdom Cavendish Maine Full time €40,000My client are a renowned Financial Planning firm operating across the UK and are on the lookout for a trainee Financial Advisor to join their Aberdeen office. This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with an established client book, with a company that can offer ongoing training and development....
Paraplanner (Pensions Management)
2 months ago
Our client is a small IFA Firm with two business writers and two support staff. The business originated as an Insurance Broker in 1963 and started providing financial advice in the 1980s. They major on providing an excellent level of service to their clients, many of whom have been clients for 20-30 years.
This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.
Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
Undertake necessary research and analysis including fund analysis, product comparison, product analysis, fund research, charges analysis.
To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
Pension 5% employer 5% employee
~25 days Holiday plus bank holidays, plus 3 days between Christmas and new year.
~ Hybrid working
You will have a working knowledge of core financial products including mortgages, pensions, ISAs, Investment Accounts, Bonds, and all forms of protection.
To be aware of all relevant FCA regulations and guidelines relating to financial services including MiFID II, GDPR & PRIIPS.
The ideal candidate will have knowledge and proficiency in investment research tools and analysis.
Would be an advantage to have experience of cash-flow planning tools.
You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines.
